NEW FROM GOALBASED INVESTORS

Introducing Lasso

A social app for building wealth + finding advice.

  • With Lasso, focus on life's important goals.
  • Feel empowered to build a plan for your money.
  • Connect with a like-minded advisor who can help your plan succeed.
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How it works.

CREATE A PLAN.

The Lasso App offers a new, gamified way for investors to build plans for their money. It's simple and fun to create an actionable plan in minutes.

SHARE WITH AN EXPERT.

A community of advisors is available waiting to help improve upon investors' plans. Once a plan is shared, advisors can use the Lasso Advisor Portal to showcase how they would build on that plan and create a better outcome.

IMPROVE IT TOGETHER.

Advisors and investors can contact one another through the platform and set up a meeting to begin turning financial plans into game plans.

Lasso puts investors and advisors on the same side.

We've made it easy to build a plan for your money. No financial knowledge needed. And, we're creating a community of investors and advisors that is based on sharing information about people's goals. When the conversation is focused on what really matters - your goals - we think everyone wins.

Forget the hours of time, piles of data and jargon that usually goes along with creating a basic plan and finding an advisor to help. Now, you'll have a Lasso plan to kickstart your financial journey.

SPECIAL OFFER

It's time to revolutionize financial planning. Sign up now!

Get on the waitlist for the Lasso app. It may be exactly what you need to take control of your financial life.

JOIN THE WAITLIST